John Serafin is a financial advisor with Mutual of Omaha Investor Services, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 21 years of industry experience, including over two decades with Mutual/United Of Omaha. Outside of his advisory role, he owns and operates John's Sports Memorabilia, a collectibles sales business he has managed since 1994. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes platform relationships with third-party managers and delivers solutions through Envestnet and Pershing, serving a broad client base including both non-high-net-worth and high-net-worth individuals.

Carly Kidd is a financial advisor with Pinnacle Investments, LLC, holding a Series 66 designation and six years of industry experience. Her career includes roles at Pinnacle Investments, Effective Spend, CITIGROUP, and Anchorage Capital. Outside of advisory work, she is involved with Bent Ear Technology, referring business to the IT solutions firm. Pinnacle Investments, LLC provides investment advisory and brokerage services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers a range of services from financial planning to portfolio management, employing both fundamental and technical analysis across various asset classes and investment strategies.

Timothy Carr is a CFP® with 12 years of industry experience, currently serving as an advisor at Pinnacle Investments, LLC since 2013. He holds Series 66 licensure and is based in Auburn, NY. Outside of his advisory role, Carr is involved in nonprofit and community activities, including serving as Vice President of Matthew House Inc., a hospice end-of-life care facility, and as a board member for Access to Homecare Services. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in assets under management, serving nearly 2,000 clients including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing both fundamental and technical analysis and employing various investment vehicles.

John King is a financial advisor at Dakota Wealth, LLC with five years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Key Private Bank from 2009 to 2021. Dakota Wealth, LLC serves individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises, offering wealth management, investment management, financial planning, and retirement plan advisory services. The firm builds customized, primarily long-term portfolios using various investment vehicles and emphasizes active oversight, including managing private funds and acting as sub-adviser to a registered ETF.

Rosalie Schlaen is a CFP®-certified financial advisor with 40 years of industry experience, currently serving at Pinnacle Investments, LLC since 2019. Her prior roles include positions at Raymond James & Associates and Morgan Stanley, where she worked from 2011 to 2019. Outside of her advisory work, she is involved in managing rental property interests. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in assets under management. The firm serves nearly 2,000 clients including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutional clients, offering a range of financial planning and portfolio management services.

Matthew Monroe is a financial advisor with Good Life Advisors, LLC in Syracuse, NY, holding Series 63 and Series 66 licenses and over 31 years of industry experience. He has worked at Good Life Advisors since 2018 and previously at Independent Financial Partners and LPL Financial. Outside of advisory work, he is involved in ice cream manufacturing through Gabrielle Chocolates and Ice Cream. Good Life Advisors is a multi-team registered investment adviser with roughly 95 advisors and about $4.35 billion in assets under management. The firm serves individuals, businesses, trusts, estates, and charitable organizations, offering tailored portfolio management, financial planning, retirement consulting, and access to third-party asset managers through a combination of direct management, model portfolios, and sponsored advisory programs.

Michele Brisson is a financial advisor at Pinnacle Investments, LLC with nine years of industry experience. She holds the Series 66 designation and previously worked at Cadaret, Grant & Co., Inc. for ten years before joining Pinnacle Investments. Pinnacle Investments, LLC provides investment advisory and brokerage services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers financial planning, portfolio management, and access to third-party managers, employing a range of strategies from long-term holdings to option trading across various asset classes.

Janet Zane is a financial advisor at Pinnacle Investments, LLC with 15 years of industry experience. She holds a Series 66 designation and has been with Pinnacle since 2011. Outside of her advisory role, she serves on the board of the John F Dougherty Memorial Flight Instructor Scholarship, a nonprofit providing scholarships for aspiring flight instructors, and participates as a finance council member at Sacred Heart Church and St. Anns Mission. Pinnacle Investments is a multi-team SEC-registered investment adviser managing approximately $1.06 billion in assets and serving nearly 2,000 clients, including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm offers a range of financial planning and portfolio management services, utilizing both fundamental and technical analysis, with portfolios managed through its AdvisorPro program and third-party managers.

James Brennan is a financial advisor at Aegis Capital Corp. in Syracuse, NY, with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Princor Financial Services Corp for 14 years before joining Aegis in 2021. Outside of his advisory role, he is a co-owner of Columbia Hall Inc., an S-corporation involved in rehabbing a commercial building. Aegis Capital Corp. serves individual investors, retirement and benefit plans, trusts, estates, and corporate clients, providing investment advisory, brokerage services, financial planning, and access to managed account programs through RBC and AXOS platforms. The firm offers both discretionary and non-discretionary account options and provides trade execution, clearing, custody, and reporting services.

Larry Daigneau is a financial advisor at Capital Analysts with 24 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2017, following prior roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of advisory work, he owns and serves as president of Money Map Mentors, an S-Corporation established for tax and payroll purposes. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and provides various program options such as advisor-managed models, third-party manager access, and ERISA plan advisory services.

Michael Monashefsky is a financial advisor at Pinnacle Investments, LLC with four years of industry experience. He holds the Series 66 designation and previously worked at Bank of New York Mellon and Carrabba's Italian Grill. Monashefsky serves as a board member and corporate sponsorship director for the George and Rebecca Barnes Foundation, a philanthropic organization in Syracuse, NY. Pinnacle Investments, LLC provides investment advisory and brokerage services to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm employs both fundamental and technical analysis across diverse investment strategies and offers financial planning aligned with CFP standards.

Christine Julka is a financial advisor at Pinnacle Investments, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked at MML Investors Services Inc and MassMutual Financial Group since 2007. Outside of her advisory role, Julka is managing partner and broker at Advantage Dealer Insurance, LLC, and serves as director of marketing for Tracey Road Equipment, a trucking company. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in assets under management, serving nearly 2,000 clients including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm provides financial planning, portfolio management, and advisory consultations, employing a range of investment methods and third-party managers.

James Mcquiggan is a financial advisor with Pinnacle Investments, LLC in East Syracuse, NY. He holds Series 63 and Series 65 licenses and has 28 years of industry experience, including 17 years with Pinnacle Investments. Outside of his advisory role, he is a managing director of JK2 Properties, LLC, which manages residential rental properties in Florida. Pinnacle Investments, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm utilizes both fundamental and technical analysis across a range of investment strategies and offers financial planning aligned with CFP standards, alongside access to third-party managers and affiliated sub-advisory resources.

Gregory Sabo is a financial advisor with Capital Analysts in Syracuse, NY, holding a Series 63 designation and bringing 16 years of industry experience. He has worked at Lincoln Investment since 2017 and previously at Legend Advisory Corporation and Legend Equities Corporation. Outside of advisory work, he owns and operates a seasonal tax preparation and planning business serving individuals and small businesses. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and employs an in-house Investment Management & Research team that drives investment decisions using proprietary screening processes.

Bridget Ball is a financial advisor at Pinnacle Investments, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Pinnacle Investments since 2011. Bridget serves as a board member of Pinnacle Holding Company, LLC. Pinnacle Investments is a multi-team SEC-registered investment adviser managing approximately $1.06 billion in assets for nearly 2,000 clients, including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutions. The firm provides financial planning, portfolio management, and advisory consultations, employing fundamental and technical analysis with a range of investment products.

Eileen Sienkiewicz is a financial advisor at Pinnacle Investments, LLC with 39 years of industry experience. She holds a Series 63 designation and has been with Pinnacle Investments since 2009. Outside of her advisory role, she is involved in managing rental properties. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in assets under management and around 50 advisors. The firm serves nearly 2,000 clients, including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutional clients, offering financial planning and portfolio management through a combination of proprietary and third-party strategies.

Robert Cuculich is a financial advisor at Pinnacle Investments, LLC with 46 years of industry experience. He holds Series 65 and Series 63 credentials and has been with Pinnacle Investments since 2008. Outside of his advisory role, he serves as a trustee for public transportation in central New York. Pinnacle Investments, LLC provides investment advisory and brokerage services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs a range of strategies including fundamental and technical analysis, with portfolios that may include equities, fixed income, ETFs, mutual funds, and alternative investments.

Thomas Brown is a financial advisor with Perigon Wealth Management, LLC in Syracuse, NY. He holds the Series 66 designation and has seven years of industry experience, including eight years with Blue Water Capital Management, LLC prior to his current role. Perigon Wealth Management provides customized investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking institutions. The firm emphasizes individualized portfolio construction aligned with each client’s goals, time horizon, and risk tolerance, and uniquely services banking and thrift institutions while overseeing wrap-fee programs and sub-advisor relationships.

Anita Lombardi is a financial advisor at Summit Financial, LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Everest Consultants, LLC for two decades. Outside of her advisory role, she is the owner and managing member of A.P. Lombardi Group, LLC, an entity involved in investment-related financial activities, including commission-based insurance product sales. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers a range of investment advisory and portfolio management services, combining discretionary and consultative approaches tailored to client needs.

Timothy Hardy is a financial advisor at Pinnacle Investments, LLC, holding a Series 66 designation with four years of industry experience. He previously worked at Cadaret Grant for seven years before joining Pinnacle Investments in 2022. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in assets under management and about 50 advisors. The firm serves nearly 2,000 clients, including individual and high-net-worth investors, retirement plans, trusts, charitable organizations, and institutional clients, offering a range of financial planning and portfolio management services.